Want to create documents quicker? Try using Template Packages. This feature allows you to compile documents from different tabs all at once.
Click on Templates to set up Template Packages
Create Template Packages by clicking Add New Package. Use a descriptive name for the package using liability or case stage. For example, “MVA Opening Case Package.”
Choose templates from any tab that need to be included.
From the Current Case Ribbon click Create. Choose the Template Package Name and click Start Generating Package.
The document detail window opens with the selected template and defaults set. Add any additional details required by the Firm.